Mather Group
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Mather Group’s Whirlpool WHR Stock Holding History

Mather Group’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.6K Buy
+344
New +$13.1K ﹤0.01% 1628
2025
Q2 		– Sell
-14
Closed -$1.23K – 1716
2025
Q1 		$1.23K Buy
14
+10
+250% +$1.06K ﹤0.01% 1618
2024
Q4 		$458 Sell
4
-1
-20% -$110 ﹤0.01% 1667
2024
Q3 		$532 Sell
5
-103
-95% -$10.4K ﹤0.01% 1608
2024
Q2 		$12.9K Buy
108
+32
+42% +$3.12K ﹤0.01% 1381
2024
Q1 		$9.25K Buy
+76
New +$8.47K ﹤0.01% 1214

Other funds holding WHR

KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mather Group's WHR Position: Q3 2026 in Review

Mather Group opened a new position in Whirlpool (WHR) in Q3 2026: 344 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #1628 among its holdings. This is a return to the name: Mather Group previously reported a position in WHR as recently as Q1 2025.

Mather Group first reported a position in WHR in Q1 2024 and has held it in 6 quarters since. The position peaked at $12.9K in Q2 2024. 69 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Mather Group held 344 shares of Whirlpool worth $10.6K as of Q3 2026.
  • Whirlpool was a new Mather Group position in Q3 2026.
  • Whirlpool made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1628 holding.
  • Mather Group first reported a position in Whirlpool in Q1 2024 and has held it in 6 quarters since.
  • Mather Group's Whirlpool position peaked at $12.9K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.